See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,614 | $69,362+180.6% | $101,248+92.2% | $73,488+164.8% |
| Participation rate | 95.8% | 68.4%+27.4pp | 75.8%+19.9pp | 70.7%+25.1pp |
| Annual return | -2.17% | 18.46%-20.6pp | 46.47%-48.6pp | 28.51%-30.7pp |
| Employer contribution / active EE | $23,570 | $2,628+796.8% | $3,660+544.1% | $2,270+938.3% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |